Gabriel India Limited · NSE:GABRIEL
Gabriel India — Corporate Update (July 2026)
26 slides from Gabriel India's corporate update, Jul 21, 2026
Slide 1: Stock exchange intimation letter
Date: July 21, 2026 BSE Limited National Stock Exchange of India Limited 25th Floor, P. J. Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), MUMBAI – 400 001 Mumbai – 400 051 (Company Code: 505714) (Company Code: GABRIEL) Sub: Business Update Presentation as on July 21, 2026 De
Slide 2: Gabriel India – Business Update Presentation
Gabriel India – Business Update Presentation 21 July 2026 1
Slide 3: Safe Harbour
Safe Harbour • This presentation and the accompanying slides (the “Presentation”), has been prepared by Gabriel India Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form
Slide 4: Management Commentary
Management Commentary “The proposed investments in HL Mando and HL Klemove India represent a defining milestone in Gabriel India’s evolution and a significant step towards building a simpler, more integrated, and future-ready automotive enterprise. These investments strengthen Gabriel India’s positi
Slide 5: Table of Contents
Table of Contents 1 Gabriel’s Inorganic Journey 2 Proposed Transaction 2.a Overview and Rationale 2.b Acquisition of 28.9% stake in HL Mando Anand 2.c Joint Venture with HL Klemove 3 Emerging Corporate Structure & Gabriel's Rise as Anand Group's Automotive Engine 4 Advisors 4
Slide 6: 1. Gabriel’s Inorganic Journey
1. Gabriel’s Inorganic Journey 5
Slide 7: Key Strategic Objectives of Gabriel
Key Strategic Objectives of Gabriel Foray into new high • Transform Gabriel from a ride comfort leader into a future-ready, integrated mobility technology enterprise growth • Creating future ready platform across vehicle safety, chassis and drivelines, automotive electronics, and technologies autono
Slide 8: Gabriel's Inorganic Growth Story – Acquiring Scale, Technology & Future
Gabriel's Inorganic Growth Story – Acquiring Scale, Technology & Future Project Rise Suspension Drive train – BIW, structural Synchronizer High performance systems axles adhesives rings & forgings automotive chemicals / fluids Jan Jun Jul Oct Jul 2025 2025 2025 2025 2026 Project Jupiter Steering ADA
Slide 9: Project Rise – Recap
Project Rise – Recap Announcement: June 30, 2025 Effective Date of Scheme: May 22, 2026 Allotment of Shares : June 09, 2026 Pre – Project Rise Post Implementation of Project Rise2 Promoters Public Promoters Public 55% 45% 63.5% 36.5% Gabriel Gabriel Business of Anchemco1 100% 25.1% 49% 76.1% 100% 10
Slide 10: 2a. Proposed Transaction – Overview and Rationale
2a. Proposed Transaction – Overview and Rationale 9
Slide 11: Overview of Proposed Transaction
Overview of Proposed Transaction • As part of Gabriel's strategic inorganic growth journey, two transformative acquisitions have been identified to significantly strengthen its technology portfolio: – HL Mando Anand India (“HL Mando Anand”) : JV between HL Mando Corporation, Korea (71.1%) and AIPL 1
Slide 12: Strategic Rationale
Strategic Rationale • Exposure to strong portfolio of powertrain agnostic products viz. steering systems, brakes, suspensions, automotive Access to next-gen electronics and autonomous driving 1 products and • Creates a natural bridge for future collaborations for emerging technologies through HL Gro
Slide 13: 2b. Acquisition of 28.9% stake in HL Mando Anand
2b. Acquisition of 28.9% stake in HL Mando Anand 12
Slide 14: HL Mando Anand – Synopsis
HL Mando Anand – Synopsis About the Company Financial Snapshot JV between HL Mando Corporation, Korea and AIPL (~71:29) established Rs Cr FY23 FY24 FY25 FY26 in 1997 Revenue 4,838 5,188 5,425 5,886 EBITDA1 517 596 628 588 Leading manufacturer of high performance steering systems, suspensions and bra
Slide 15: HL Mando Anand – Key Products and Manufacturing
HL Mando Anand – Key Products and Manufacturing Product Segments Manufacturing Capability Steering Systems 1. R&D Centre near Chennai 2. 3 manufacturing units near Chennai 3. First Indian automotive parts manufacturer to offer integrated parking caliper brake assembly with ball-in-ramp Dual Pinion E
Slide 16: Valuation and Emerging Shareholding
Valuation and Emerging Shareholding 1. Independent Valuers : KPMG and BDO 2. Equity value is ~ Rs 7,695 Cr Overall valuation 3. Total consideration to be paid for acquisition of HL Mando Anand’s stake is ~ Rs 2,231 Cr and consideration 4. Out of total consideration : ~ Rs.1,881 Cr will be through sh
Slide 17: 2c. JV with HL Klemove India
2c. JV with HL Klemove India 16
Slide 18: HL Klemove India – Synopsis
HL Klemove India – Synopsis Product Segments Auto ADAS Manufacturing Revenue2 (FY26) Global parent with electronics Employees Adj. EBITDA2 (FY26) Chennai auto technology expertise Technical support through 400+ ~ Rs 1,049 Cr ~ Rs 1293 Cr HL Klemove & India tech center JV with HL Klemove – Unlocking
Slide 19: HL Klemove India – Key Products and Manufacturing
HL Klemove India – Key Products and Manufacturing Product Segments Manufacturing Capability ADAS 1. Manufacturing unit: Near Chennai 2. Produces components like Advanced Driver Assistance Systems (ADAS) radars and Acoustic Vehicle Alert Systems (AVAS) for electric vehicles 3. India’s first localized
Slide 20: HL Klemove India – Valuation, Terms of Agreement and Funding
HL Klemove India – Valuation, Terms of Agreement and Funding 1) Equity valuation : USD 328.13 Mn (~ Rs 3,117 Cr)1 Valuation 2) Total stake: 29.99% (30% stake less 1 equity share) to be acquired from parent HL Klemove Corp 3) Total consideration: USD 98.44 Mn (~ Rs 935 Cr)1 Terms of 1) Tranche 1 : 75
Slide 21: 3. Emerging Corporate Structure & Gabriel's Rise as Anand Group's Automotive Engine
3. Emerging Corporate Structure & Gabriel's Rise as Anand Group's Automotive Engine 20
Slide 22: Resultant Structure
Resultant Structure AIPL and Other Promoters Public 66.29% 33.71% Gabriel Business of Anchemco 100% 100% 25.1%(1) 49%(2) 76.1%(3) 51%(4) 49%(5) 28.9%(6) 29.9%(7) ANAND CY Henkel Myutec Jinhap SK Enmove HL Mando HL Klemove Inalfa Gabriel GEEC Dana Anand Anand Automotive Gabriel Gabriel Anand India (A
Slide 23: Journey of Consolidating Anand Group’s Automotive Businesses under Gabriel
Journey of Consolidating Anand Group’s Automotive Businesses under Gabriel Pre-Rise Post-Rise Post-Rise & Post-Jupiter Rs 4,667 Cr Rs 9,176 Cr Rs 16,111 Cr Revenue FY261 Rs 16,111 Cr Rs. 4,667 Cr Rs. 9,176 Cr 21% 30% 42% 58% Revenue 70% 79% split - FY261 Rs. 12,824 Cr Rs. 6,938 Cr Rs. 17,333 Cr ~Rs.
Slide 24: 4. Advisors
GABRIEL ANAND > 4. Advisors
Slide 25: Our Advisors
Our Advisors Name Role Make a white box • Financial Advisor Make a white box • Independent Registered Valuer for Valuation Exercise for HL Mando Anand India Make a white box • Independent Registered Valuer for Valuation Exercise for HL Mando Anand India Make a white box • Due Diligence Advisor Make
Slide 26: Thank You!
T H A N K YO U ! For further information, please contact: Company : Investor Relations Advisors : Gabriel India Ltd. Strategic Growth Advisors Pvt. Ltd. CIN : L34101PN1961PLC015735 CIN : U74140MH2010PTC204285 Mr. Nilesh Jain Mr. Jigar Kavaiya / Ms. Neha Shroff secretarial@gabriel.co.in jigar.kavaiya